Simmons v. Clark

8 So. 3d 102, 8 La.App. 5 Cir. 431, 2009 La. App. Unpub. LEXIS 284, 2009 La. App. LEXIS 2353, 2009 WL 196297
CourtLouisiana Court of Appeal
DecidedJanuary 27, 2009
Docket08-CA-431
StatusPublished
Cited by6 cases

This text of 8 So. 3d 102 (Simmons v. Clark) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Simmons v. Clark, 8 So. 3d 102, 8 La.App. 5 Cir. 431, 2009 La. App. Unpub. LEXIS 284, 2009 La. App. LEXIS 2353, 2009 WL 196297 (La. Ct. App. 2009).

Opinion

MARION F. EDWARDS, Judge.

|2The judgment on review in this appeal is a judgment rescinding the purported conveyances of undivided interests in certain immovable property after a finding of fraud and lesion beyond moiety. For reasons that follow, we reverse part of the judgment and affirm part of the judgment.

The immovable property in question was acquired by four siblings, namely Vivian M. Clark (“Vivian”), Irma Jean Mott Simmons (“Irma”), Joseph Charles Mott (“Joseph”) and Alfred Mott, Jr. (“Alfred”), in a judgment of possession in the succession of their parents, Rebecca Hamilton and Joseph Mott, Jr., dated August 23, 1994. Each sibling received a one-fourth undivided interest in the immovables, which included the family home, a bar, some rental property, and a trailer park.

In 2003, Alfred filed a petition to partition the property. At that time, the various properties were appraised. The record of that procedure is not before this Court. However, it appears that an agreement was reached among the parties before the property went to a sheriffs sale. All parties acknowledge that there was an agreement of the siblings that Alfred should be bought out in order to save the | .¡family property from being sold at a sheriffs sale. However, the parties do not agree on the method and outcome of this agreement.

To put the plan into operation, Malcolm Clark, Jr. (“Malcolm”), Vivian’s son, prepared and presented the family with some ineptly crafted documents.

*105 There is one undated document signed by all parties except Alfred that evidences an intention of Vivian, Irma, and Joseph to buy Alfred’s one-fourth interest in the estate. A second undated document repeats this intention and adds a purchase price of $35,000 to be paid in two installments of $17,500. The first installment was to be paid within thirty days of the undated document and the final payment “to be paid in full with end [sic] six months.” That document also lists the properties affected by the agreement as:

1. Bar
2. Brick house
3. Lot next to bar
4. Trailer park
5. Ante [sic] Vic [sic] house

All parties signed this agreement.

A more formal document dated March 12, 2004 shows that Alfred sold his one-fourth undivided share in all of the property to his sister, Vivian, for $35,000. Although the document states that the consideration of $35,000 cash was paid, and Alfred signed the document acknowledging that he received the money in full, testimony at the trial in the matter before us shows otherwise.

After Alfred sold his share, the remaining three siblings executed a “Cash Sale,” dated May 6, 2004, in which both Joseph and Irma are listed as sellers. 1 The document transfers a one-fourth interest in the estate property owned by Joseph and Irma to Vivian.

|4Also on that date, a “Promissory Note and Release” was executed. This document appears to be an attempt to arrange for payment from Vivian to Alfred for his one-fourth share. However, the document states:

As stated, after date I promise to release Vivian M. Clark for her (1/4) interest in the Estate of Joseph Mott, Jr. and Rebecca Hamilton Mott from paying Alfred Mott the sum of THIRTY-FIVE DOLLARS AND 00/100 [sic] ($35,000.00), payable in (2) installments of $17,500.00 each, with the first (1st) payment commencing within 30 days of siding [sic] of the sale on March 12, 2004, payment your [sic] due and payable within Six Months of signing of sale thereafter until paid in full for value received.
Promissory Note and Release due base [sic] on Alfred Mott getting Financing at another Loan Agent to buy his mother and father [sic] house, and Irma M. Simmons getting the bar to keep ownership within the current four family owner.[sic] This loan must not interfere with the loan that is now pending. With this release he all so [sic] agree [sic] to pay Vivian M. Clark ($17,-500.00) SEVENTEEN THOUSAND FIVE HUNDRED, same as above Thirty Days of Signing, [sic] This is now a PROMISSORY NOTE from ALFRED MOTT to VIVIAN M. CLARK.

(Emphasis as found in original.) The document is signed by Alfred as “Releaser/Ac-ceptor” and by Malcolm as “acceptor.” Vivian did 15not sign the document.

A second promissory note was executed on May 6, 2004, which, in pertinent part, states as follows:

_ [sic] Notary Public, duly commissioned and qualified, and in the presence of the undersigned witnesses and persons, personally come and appeared: [sic]
As stated, after date I promise to pay to the order of CHARLES MOTT for *106 his (1/4) interest in the Estate of Joseph Mott, Jr. and Rebecca Hamilton Mott for the sum of THIRTY-FIVE THOUSAND DOLLARS AND 00/100 ($35, 000.00), payable in (5) installments of $7,000.00 each, or one-have [sic] of the fowling [sic] Properties [.]

(Emphasis as found in original.) The document lists all of the estate properties and is signed on the second page by Joseph, Irma, and Malcolm as “sellers. Vivian did not sign the document. There is nothing in the document that identifies the maker of the note.

A letter dated May 19, 2004 and written to Vivian indicates that the title insurance company required some curative .work before the mortgage could be obtained. The letter points out that the cash sale does not clearly state the names of the parties, and that it appears to only transfer a one-fourth interest, rather then a one-fourth interest for each of the sellers. The letter suggests the parties execute two separate “quit claim sales” without warranty on the property using the full and correct names.

In response to this letter, Malcolm drew up two “Quit Claim Sales.” They are both dated “the _ Day of May, 2004” [sic]. Both of these documents purport to transfer the same properties conveyed in the May 6, 2004 cash sale. However, one lists the seller as “Joseph Charles Mott” and the other lists the seller as “Irma Mott Simmons.” Each document conveys a one-fourth interest in the properties. The documents also state in pertinent part that:

Who declared that for the consideration hereinafter mentions, Seller does by these presents grant, bargain, sell, transfer, convey, assign, set over, abandon and deliver, with all legal warranties and with full substitution and subrogation in and to all the rights and actions of warranty which he has or may have against all preceding owners, and vendors ....
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This sale is made and accepted for and in consideration of the ONE HUNDRED PERCENT (100%) INTEREST OF ONE-FOURTH (1/4%) [sic] INTEREST IN A CERTAIN LOT OR PORTION OF GROUND ABOVE, hereby [sic] acknowledges thereof full acceptance and discharge thereof.

(Emphasis as found in original.)

| r,These are three-page documents. The substance of the documents is contained on the first two pages, and the third page consists only of the signatures.

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167 So. 3d 891 (Louisiana Court of Appeal, 2015)
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Bluebook (online)
8 So. 3d 102, 8 La.App. 5 Cir. 431, 2009 La. App. Unpub. LEXIS 284, 2009 La. App. LEXIS 2353, 2009 WL 196297, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simmons-v-clark-lactapp-2009.